Holistic Planning’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Holistic Planning’s Portfolio INRO Stock Details INRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.68M	Buy	+72,703	New	+$2.65M	0.37%	63

Other funds holding INRO

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Midwest Capital Advisors Grand Rapids, Michigan $280M AUM 15.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Holistic Planning's INRO Position: Q3 2026 in Review

Holistic Planning opened a new position in BlackRock US Industry Rotation ETF (INRO) in Q3 2026: 72,703 shares worth $2.68M. The stake represents 0.37% of the portfolio and ranks #63 among its holdings.

67 funds tracked by Wall St. Rank hold INRO as of Q3 2026.

Holistic Planning held 72,703 shares of BlackRock US Industry Rotation ETF worth $2.68M as of Q3 2026.
BlackRock US Industry Rotation ETF was a new Holistic Planning position in Q3 2026.
BlackRock US Industry Rotation ETF made up 0.37% of Holistic Planning's portfolio in Q3 2026, its #63 holding.
67 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.